Patriot Financial Group Insurance Agency’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.45M | Sell |
2,874
-650
| -18% | -$664K | 0.35% | 75 |
|
|
2026
Q1 | $3.24M | Buy |
3,524
+1,849
| +110% | +$1.87M | 0.18% | 141 |
|
|
2025
Q4 | $1.8M | Buy |
1,675
+133
| +9% | +$127K | 0.21% | 126 |
|
|
2025
Q3 | $1.18M | Buy |
1,542
+240
| +18% | +$179K | 0.15% | 177 |
|
|
2025
Q2 | $1.02M | Buy |
1,302
+129
| +11% | +$100K | 0.12% | 209 |
|
|
2025
Q1 | $969K | Buy |
1,173
+14
| +1% | +$11.6K | 0.13% | 196 |
|
|
2024
Q4 | $895K | Sell |
1,159
-604
| -34% | -$500K | 0.12% | 199 |
|
|
2024
Q3 | $1.56M | Sell |
1,763
-264
| -13% | -$237K | 0.21% | 112 |
|
|
2024
Q2 | $1.84M | Sell |
2,027
-175
| -8% | -$140K | 0.27% | 86 |
|
|
2024
Q1 | $1.71M | Buy |
2,202
+195
| +10% | +$139K | 0.27% | 86 |
|
|
2023
Q4 | $1.17M | Sell |
2,007
-133
| -6% | -$77.6K | 0.22% | 111 |
|
|
2023
Q3 | $1.15M | Buy |
2,140
+1,418
| +196% | +$731K | 0.24% | 107 |
|
|
2023
Q2 | $339K | Buy |
722
+8
| +1% | +$3.35K | 0.06% | 309 |
|
|
2023
Q1 | $245K | Buy |
+714
| New | +$241K | 0.05% | 379 |
|
|
2022
Q3 | – | Sell |
-503
| Closed | -$163K | – | 1274 |
|
|
2022
Q2 | $163K | Sell |
503
-205
| -29% | -$61.5K | 0.03% | 422 |
|
|
2022
Q1 | $203K | Buy |
708
+59
| +9% | +$15.2K | 0.04% | 410 |
|
|
2021
Q4 | $179K | Buy |
649
+3
| +0.5% | +$761 | 0.03% | 477 |
|
|
2021
Q3 | $149K | Buy |
646
+114
| +21% | +$28.1K | 0.03% | 523 |
|
|
2021
Q2 | $122K | Sell |
532
-597
| -53% | -$120K | 0.02% | 564 |
|
|
2021
Q1 | $211K | Buy |
1,129
+514
| +84% | +$101K | 0.05% | 374 |
|
|
2020
Q4 | $104K | Buy |
615
+52
| +9% | +$7.76K | 0.03% | 493 |
|
|
2020
Q3 | $83K | Buy |
563
+9
| +2% | +$1.39K | 0.03% | 431 |
|
|
2020
Q2 | $91K | Buy |
554
+259
| +88% | +$39.8K | 0.03% | 366 |
|
|
2020
Q1 | $41K | Buy |
295
+178
| +152% | +$24.5K | 0.02% | 498 |
|
|
2019
Q4 | $15K | Sell |
117
-9
| -7% | -$1.04K | 0.01% | 747 |
|
|
2019
Q3 | $14K | Hold |
126
| – | – | 0.01% | 733 |
|
|
2019
Q2 | $14K | Sell |
126
-58
| -32% | -$6.83K | 0.01% | 735 |
|
|
2019
Q1 | $24K | Buy |
184
+26
| +16% | +$3.16K | 0.01% | 505 |
|
|
2018
Q4 | $18K | Buy |
158
+8
| +5% | +$894 | 0.01% | 501 |
|
|
2018
Q3 | $16K | Hold |
150
| – | – | 0.01% | 526 |
|
|
2018
Q2 | $13K | Sell |
150
-275
| -65% | -$22.6K | 0.01% | 365 |
|
|
2018
Q1 | $32K | Hold |
425
| – | – | 0.02% | 383 |
|
|
2017
Q4 | $37K | Buy |
425
+300
| +240% | +$25.5K | 0.03% | 339 |
|
|
2017
Q3 | $11K | Sell |
125
-80
| -39% | -$6.56K | 0.01% | 534 |
|
|
2017
Q2 | $17K | Hold |
205
| – | – | 0.02% | 418 |
|
|
2017
Q1 | $18K | Hold |
205
| – | – | 0.02% | 383 |
|
|
2016
Q4 | $16K | Buy |
+205
| New | +$15.3K | 0.02% | 388 |
|
Other funds holding LLY
Patriot Financial Group Insurance Agency's LLY Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its Eli Lilly (LLY) stake by 18% in Q2 2026, selling an estimated $664K and leaving 2,874 shares worth $3.45M. The position accounts for 0.35% of the portfolio, ranked #75.
Patriot Financial Group Insurance Agency first reported a position in LLY in Q4 2016 and has held it in 37 quarters since. 3,039 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Patriot Financial Group Insurance Agency held 2,874 shares of Eli Lilly worth $3.45M as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 650 Eli Lilly shares in Q2 2026, an estimated $664K.
- Eli Lilly made up 0.35% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #75 holding.
- Patriot Financial Group Insurance Agency first reported a position in Eli Lilly in Q4 2016 and has held it in 37 quarters since.
- 3,039 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.